Short-Term Yield+

Short-Term Yield+

Risk Profiles

Strategic Weightings

Asset Class Weight
Bonds 75%
Corporates 23%
Taxable Municipals 23%
Governments 21%
Certificates of Deposit 8%
Equities 21%
Dividend Paying Stocks 21%

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Disclosure – Investment products and strategies are not guaranteed by Little House Capital LLC, are not insured by the FDIC or by any other government agency and may lose value. The performance quoted represents past performance and does not guarantee future results. Performance is net-of-fees based on a standard fee of 1.0%/yr. Holdings and allocation may not reflect our current investment views and should not be used as the basis for an investment decision. Determining the suitability of this product will depend on feedback and risk tolerance of individual clients. For legal and tax matters, legal and tax advisors should be consulted. All material is believed to be reliable, but accuracy is not guaranteed. This is not a warranty for liability on decisions based on such information. This is not a solicitation for any order to buy or sell securities and is for discussion purposes only. Performance, risk/reward characteristics, and charts provided by Bloomberg.

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